Business 401(k) Services / Plan Administration

Want Employees to Participate in Your 401(k) Plan? Try This

With Fisher Investments 401(k) — 01/01/2023 | 1:22 minutes

Image of Ashley Butz for the video "One-on-One Plan Guidance"

Retirement planning isn’t easy to understand—but employees don’t have to be experts to get how to invest in a retirement plan. Fisher's team of 401(k) specialists provides retirement plan guidance to help employees create an investment and asset allocation strategy unique to their individual goals. See how.

Transcript

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One-on-One Plan Guidance Fisher Investments®

401(k) Solutions

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Upbeat music

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A woman dressed in a black dress and grey blazer speaks to the camera.

A flyout in the lower left corner identifies her as Ashley Butz, Retirement Counselor

The flyout remains on-screen for a few moments before sliding back out to the left.

Audio

The volume of the music is reduced.

Female Voice: “Hi, I’m Ashely Butz and I’m a Retirement Counselor.”

“Here at Fisher Investments we are dedicated to serving small business retirement plans. One of the things that sets us apart is our high-touch participant service model. Our unique service model is tailored specifically to help your employees get on track to retire comfortably.”

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A green flyout appears from the lower left with:

Our specialized service team is available to meet individually with each of your employees to talk to them about:

Retirement goals Selecting a savings rate Choosing investments to support their retirement goals.

The flyout remains on-screen for a few moments before sliding back out.

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“One of the most impactful participant services we deliver is one-on-one plan guidance. This means our specialized service team is available to meet individually with each of your employees to talk to them about:

a. Retirement goals

b. Selecting a savings rate, and

c. Choosing investments to support their retirement goals

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A white background flies in from the left appears with green text that reads:

Plans who hire Fisher see on average:

46% higher participation rates

80% higher savings rate

*Average increase in employee participation rates as of 01/01/22

The flyout stays on screen for several seconds and then disappears.

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“We are proud to offer this unique service because it is so impactful when it comes to improving participant outcomes. In fact, plans who hire Fisher see on average:

46% higher participation rates, and

80% higher savings rates”

“It’s wealth-generating results like this that truly help your employees achieve the retirement they deserve.”

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A white background slides in from the right.

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The volume of the upbeat music increases.

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Fisher 401(k) Logo Fisher Investment 401(k) Solutions logo fades on to the screen.

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The music continues to play

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